Our Services
AREAS OF PRACTICE
Retirement Cash Flow
Risk Management/Insurance Planning *
Income Tax Planning & Preparation
Estate Tax Planning
Business Planning
Employee Benefits
Full-time Portfolio Management
Elder Care Planning
HARGRAVE & ASSOCIATES LLC , is a California Registered Investment Advisor. We provide comprehensive wealth management & personal financial planning services for business' and individuals. Our compensation is fee-based, offering fee-only planning and wealth management services. We can & do represent planning clients without receiving commissions or acting as agents for financial institutions. The basis for our compensation is either hourly or fixed fees.
California law requires that we have insurance licenses when discussing risk management issues, doing analysis, or when offering insurance products as possible solutions. We reserve the right to accept insurance commissions in providing these solutions.
In all cases we will act as your fiduciary. We will place your best interest above our own in developing and implementing your financial planning solutions.
We practice in a fiduciary manner to avoid many of the normal financial conflicts of interest that consumers encounter when seeking financial counseling. All work and fees are disclosed in writing before the engagement begins. We invite your inquiry by way of a no-obligation meeting to discus your specific needs. Please review our professional & academic qualifications. (OUR QUALIFICATIONS)
We are NOT a marketing or sales firm. Our professional ethics, along with legal considerations, place a significant burden on what we can say and how we say it. Unfounded and careless representations, or high riskless investment returns are things we cannot lead you to believe. We cannot share your personal information without your express permission or a court order. Professional skill & planning tools along with YOUR personal goals help us in achieving your success. Your peace of mind is the most important outcome of our relationship.
We invite your inquiry, without fear of a sales pitch, should you have questions or would like additional information.
Retirement Cash Flow
Risk Management/Insurance Planning *
Income Tax Planning & Estate Tax Planning
Business Planning
Employee Benefits
Full-time Portfolio Management
Elder Care Planning
HARGRAVE & ASSOCIATES LLC , is a California Registered Investment Advisor. We provide comprehensive wealth management & personal financial planning services for business' and individuals. Our compensation is fee-based, offering fee-only planning and wealth management services. We can & do represent planning clients without receiving commissions or acting as agents for financial institutions. The basis for our compensation is either hourly or fixed fees.
California law requires that we have insurance licenses when discussing risk management issues, doing analysis, or when offering insurance products as possible solutions. We reserve the right to accept insurance commissions in providing these solutions.
In all cases we will act as your fiduciary. We will place your best interest above our own in developing and implementing your financial planning solutions.
We practice in a fiduciary manner to avoid many of the normal financial conflicts of interest that consumers encounter when seeking financial counseling. All work and fees are disclosed in writing before the engagement begins. We invite your inquiry by way of a no-obligation meeting to discus your specific needs. Please review our professional & academic qualifications. (OUR QUALIFICATIONS)
We are NOT a marketing or sales firm. Our professional ethics, along with legal considerations, place a significant burden on what we can say and how we say it. Unfounded and careless representations, or high riskless investment returns are things we cannot lead you to believe. We cannot share your personal information without your express permission or a court order. Professional skill & planning tools along with YOUR personal goals help us in achieving your success. Your peace of mind is the most important outcome of our relationship.
We invite your inquiry, without fear of a sales pitch, should you have questions or would like additional information.
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